HWP
BUFQ icon

Heritage Wealth Partners’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Heritage Wealth Partners’s Portfolio BUFQ Stock Details BUFQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$216K Sell
7,245
-90
-1% -$2.82K 0.33% 60
2024
Q4 		$231K Sell
7,335
-370
-5% -$11.5K 0.29% 62
2024
Q3 		$234K Buy
7,705
+480
+7% +$14.2K 0.28% 60
2024
Q2 		$214K Buy
+7,225
New +$207K 0.31% 56

Other funds holding BUFQ

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $1.33M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return